TA
Toby Anderson
Master file ID:
a-G022 · Updated 9mo agoFirst Home BuyerFirst Home Owner
Mobile
Email
Current address
125 Crown Rd, New Farm QLD
4005
Assigned broker
FS USER
This is Toby's personal contact info — shared across every account they're on.
One source of truth: editing the mobile or email above instantly updates
every active/draft deal on every account this contact is linked to. Lodged deals keep their
snapshot.
Total assets
$510,000
2 items
Total liabilities
$22,900
1 items
Net position
$487,100
Gross income (annual)
$234,000
Employment $234,000
Monthly surplus (rough)
$14,880
Income $19,500 − repay $0 − exp
$4,620
Income & Employment
Director
PwC · PAYG · since
02 June 2023
$234,000
p.a.
Assets
Total $510,000
Savings (1)
Subtotal $113,000
High-interest savings
UBank Save
$113,000
Owners Toby Anderson · 100%
Super (1)
Subtotal $397,000
Aware Super super
UniSuper
$397,000
Owners Toby Anderson · 100%
Liabilities
Total $22,900 · Monthly $0
HECS (1)
Subtotal $22,900
| Lender / Notes | Responsible | Balance | Limit | Rate | Monthly | Secured by |
|---|---|---|---|---|---|---|
— | TA · 100% | $22,900 | — | — | — | Unsecured |
Monthly expenses
Total $4,620
| Category | Description | Monthly | Annualised |
|---|---|---|---|
| Living | Groceries, utilities | $2,400 | $28,800 |
| Transport | Fuel, rego, servicing | $590 | $7,080 |
| Insurance | Home, contents, car | $330 | $3,960 |
| Discretionary | Dining, subs | $1,300 | $15,600 |
| Total | $4,620 | $55,440 | |
Net position by contact
Apportioned by ownership / responsibility shares.
- Toby Anderson $487,100Assets $510,000 Liabilities $22,900
This is the canonical fact-find for the account. Each item carries ownership/responsibility per contact, so the same person can hold a 50% share here and 100% on another account without double-counting.